【黄仁勋评论Altman芯片计划：数万亿美元投资过于高昂】
全球知名芯片行业领袖黄仁勋近日对OpenAI首席执行官Altman的宏大芯片供应链计划提出质疑。Altman设想筹集5至7万亿美元的资金，以扩大AI芯片的生产能力。然而，黄仁勋对此表示，当前的算力成本已经显著下降，如此庞大的投资可能并不切实际。
在接受财联社采访时，黄仁勋指出，芯片行业的重点已经从单纯提升产能转向了提升芯片的复杂性和效率。他认为，芯片技术的进步并不单纯依赖于数量的增加，而是依赖于设计的创新和计算能力的优化。他强调，尽管人工智能对芯片的需求持续增长，但算力成本的下降意味着无需如此巨额的投资。
此外，知名芯片架构师Keller也对Altman的计划表示了不同意见，他幽默地表示，以目前的行业技术水平，他有信心用不到1万亿美元就能实现Altman的“芯片梦”。这无疑为这场关于芯片产业未来的讨论增添了更多的辩论点。
这一言论引发了业界内外对AI芯片投资策略的深入思考，各方对于如何平衡投资成本与技术创新的讨论正在升温。业内人士指出，芯片行业的健康发展需要理智的投资决策，以确保技术进步与经济效益的双重提升。
英语如下：
**News Title:** “Jen-Hsun Huang Critiques Altman’s Chip Ambition: Trillions Invested Could Be Overheated, Experts Say a Trillion Could Suffice”
**Keywords:** Altman’s Chip Vision, Jen-Hsun Huang’s Remarks, Keller’s Mockery
**News Content:** **Jen-Hsun Huang Comments on Altman’s Chip Initiative: Billions in Investments Seen as Too High**
Renowned global leader in the semiconductor industry, Jen-Hsun Huang, recently questioned OpenAI CEO Altman’s ambitious chip supply chain blueprint. Altman envisions raising $5 to $7 trillion to boost AI chip production capacity. However, Huang argues that the current computational power costs have significantly declined, making such a substantial investment potentially unrealistic.
In an interview with Sina Finance, Huang emphasized that the chip industry’s focus has shifted from mere capacity expansion to enhancing chip complexity and efficiency. He believes that advancements in chip technology rely more on design innovation and computational optimization rather than sheer quantity. He stressed that while the demand for chips in AI continues to grow, the decline in computing costs indicates that such a massive investment might not be necessary.
Notably, renowned chip architect Keller also expressed a differing view on Altman’s plan, jokingly stating that with current industry技术水平, he is confident that Altman’s “chip dream” could be achieved for less than $1 trillion. This adds another layer of debate to the ongoing discussion about the future of the chip industry.
These remarks have sparked in-depth reflections within and beyond the industry on AI chip investment strategies. The debate on striking a balance between investment costs and technological innovation is intensifying. Industry insiders emphasize the need for rational investment decisions to ensure a synergistic boost in both technological progress and economic returns.
【来源】https://www.cls.cn/detail/1597132
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